Resources

How can I delete a line in Workday Expenses?
How to delete a line in an expense report
Which expense item should I use for sympathy flowers and gifts?
How to expense sympathy flowers and gifts in Workday Expenses
How do I expense gift cards?
How to purchase and expense gift cards
How do I keep internal and/or external interview candidates private but reimburse for Business Meals?
How to keep candidate names private when expensing business meals
How should I use the expense item Student Program Costs?
How to use Student Program Costs in Workday Expenses
Can I split a single transaction into multiple expense types?
How to split a transaction
WD-How do I expense a fraudulent transaction?
How to expense a fraudulent charge
Workday Expenses Online Training
Link to Workday Expenses training
Can I book bundled travel?
Procedure on booking and expensing bundle travel.
How do I expense a COVID test for travel?
How to expense COVID tests in Workday Expenses
Expense Item Descriptions

Description of all expense items.  Latest update 4/8/2024.

 

The description was updated for the following expense items:

  • Per Diem Travel Meals | Domestic
  • Per Diem Travel Meals | Domestic, Travel, Employee Training
  • Per Diem Travel Meals | International
  • Per Diem Travel Meals | International, Travel, Employee Training
    Expense Item Descriptions_040824.xlsx49.85 KB
    Create Supplier Invoice Request (QRG)
    This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a supplier invoice request in Workday.
    UVAFST_QRG_CreateSupplierInvoiceRequest_Final (3).pdf247.2 KB
    Supplier Invoice Request Approval for Non- Employees (QRG)
    This Quick Reference Guide (QRG) is designed to walk an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees.
    UVAFST_QRG_ApproveSupplierInvoiceRequest for Non-Employees_Final (1).pdf164.85 KB
    Delegate Workday Transactions (QRG)

    This Quick Reference Guide (QRG) is designed to walk employees through the delegation process in Workday. By the end of this QRG, you will be able to delegate Workday transactions, manage your delegations, and access transactions delegated to you. Delegations are temporary reassignments of tasks to another person, enabling them to perform actions on your behalf. The delegation may pertain to initiating processes, approving transactions, or delegating specific actions to someone.

    UVAFST_QRG_DelegateWorkdayTransactions_Final_R2 (1).pdf530.22 KB
    Amazon Tax-Exemption Form
    How to request tax-exempt status with Amazon for T&E card purchases
    Amazon Tax Exemption Instructions.pdf84.75 KB
    Expense Reports

    These slides cover creating expense reports for self and for workers, explanations of business processes and approval routings, and basic operations within expense reporting. 

    Expense Reports for Expense Ambassadors_Class Slides_R2 (2).pdf4.21 MB
    Perform Accounting Adjustment (QRG)

    This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to perform an Accounting Adjustment in Workday. By the end o f this QRG, users will be able to successfully create an accounting adjustment to reclassify costs on settled financial transactions. Users can perform accounting adjustments for the following settled transactions:

    • Paid expense reports

    • Paid supplier invoices

    • Supplier invoice adjustments

    UVAFST_QRG_PerformAccountingAdjustment_Final (1).pdf189.35 KB
    Is there a rental car per diem or limit?
    How to obtain a competitive price on a rental car
    Is there a lodging per diem or limit?
    Hotel limit per night
    What is the current IRS mileage rate?
    IRS Mileage reimbursement rate